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新消費股走個別 老鋪黃金(06181.HK)續升近5% 泡泡瑪特(09992.HK)跌2%
市場觀望中美貿易談判進展及美聯儲議息結果,港股今早(30日)期結日低開189點,初段曾跌311點低見25,213點,午後最新報25,355,跌169點或近0.7%,成交1,614.83億元。 新消費股個別發展,老鋪黃金(06181.HK)承上日升勢,曾升5.1%,高見787元,午後最新報784元,升4.67%,成交12.5億元。美銀證券日前稱,老鋪黃金發盈喜後,市場將更加關注其盈利增長的可持續性,降目標價4%至958元,重申「買入」。摩根大通則料老鋪增長勢頭於今年下半年持續,重申「增持」評級,目標價定為1,249元;未來催化劑包括新店開張及潛在納入MSCI中國指數。華泰證券稱,繼續看好其競爭優勢及高成長勢頭,維持「買入」評級及目標價1,200元不變。 此外,泡泡瑪特(09992.HK)現報256.6元,跌1.99%,成交10.17億元。蜜雪(02097.HK)現報476.6元,跌1.41%,成交6,688.01萬元。 市場早前熱炒的「雅下」概念股偏軟,哈電(01133.HK)、東方電氣(01072.HK)、華新水泥(06655.HK)及東北電氣(00042.HK)跌0.8%至1.6%。
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